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Brookfield
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Overview Fund Activity

688 hedge funds and large institutions have $41.8B invested in Brookfield in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 205 increasing their positions, 253 reducing their positions, and 51 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
688
Holders Change
+10
Holders Change %
+1.47%
% of All Funds
10.01%
Holding in Top 10
49
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2%
% of All Funds
0.71%
New
77
Increased
205
Reduced
253
Closed
51
Calls
$303M
Puts
$230M
Net Calls
+$73.2M
Net Calls Change
+$24.1M

Top Buyers

1
PSCM
Pershing Square Capital Management
New York
$285M
2
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$270M
3
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
$349M
4
Capital World Investors
Capital World Investors
California
$2.33B
5
Charles Schwab
Charles Schwab
California
$134M

Top Sellers

1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.76B
2
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$370M
3
Fidelity International
Fidelity International
Bermuda
$497M
4
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$0
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$680M
Name Holding Trade Value Shares
Change 		Shares
Change %
SA
651
SRH Advisors
Kansas
$5.28K – – –
PCM
652
Penserra Capital Management
California
$5K -$122 -3 -2%
IGWM
653
ICA Group Wealth Management
Colorado
$4.57K – – –
TWP
654
Triad Wealth Partners
Kansas
$4.45K +$4.45K +107 New
OLVIG
655
Oliver Lagore Vanvalin Investment Group
Michigan
$4.22K +$41 +1 +1%
FG
656
Fairman Group
Pennsylvania
$4.15K – – –
CP
657
Castleview Partners
Texas
$4.03K +$83 +2 +2%
PA
658
Parallel Advisors
California
$3.99K – – –
B
659
Birchbrook
Maine
$3.81K +$3.81K +100 New
LCM
660
Logan Capital Management
Pennsylvania
$3.47K – – –
CAS
661
Coppell Advisory Solutions
Texas
$3.28K +$3.28K +79 New
CPG
662
Cornerstone Planning Group
New Jersey
$3.15K +$3.15K +72 New
MTIC
663
Missouri Trust & Investment Company
Missouri
$3.12K – – –
FFA
664
Frazier Financial Advisors
Ohio
$2.91K -$374 -9 -11%
BWP
665
Baldwin Wealth Partners
Massachusetts
$2.74K – – –
ME
666
McIlrath & Eck
Washington
$2.45K – – –
SJIM
667
St. Johns Investment Management
Florida
$2.29K – – –
HWP
668
Highline Wealth Partners
California
$2.29K +$2.29K +55 New
CFD
669
Creative Financial Designs
Indiana
$1.87K – – –
PWMG
670
Private Wealth Management Group
New Jersey
$1.43K – – –
BIA
671
Bell Investment Advisors
California
$1.29K – – –
EBA
672
Eagle Bay Advisors
New York
$1.04K – – –
C
673
Covestor
United Kingdom
$1K – – –
RIL
674
Rothschild Investment LLC
Illinois
$790 – – –
LWANC
675
Laurel Wealth Advisors (North Carolina)
North Carolina
$790 +$790 +19 New
25 26
27
28 29